MannKind Corporation

NasdaqGM:MNKD 株式レポート

時価総額:US$1.0b

MannKind 過去の業績

過去 基準チェック /06

MannKindは54.7%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで33.8%毎年増加している。売上は成長しており、年平均35.5%の割合である。

主要情報

54.71%

収益成長率

55.71%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率35.52%
株主資本利益率n/a
ネット・マージン-6.63%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 May 21

MNKD: 2026 Pediatric Decision Will Shape Royalty Overhang And Rebound Potential

Analysts have updated their view on MannKind with a new fair value estimate of $4.75 per share, reflecting recent shifts in price targets as they balance concerns about Tyvaso DPI royalty risk against ongoing contributions from products like Furoscix and Afrezza. Analyst Commentary Recent research highlights a split in how professionals are valuing MannKind, with much of the debate centered on the durability of Tyvaso DPI royalties and how that uncertainty should be reflected in the share price.
Seeking Alpha May 07

MannKind: It's Complicated

Summary MannKind Corporation remains a Hold, as revenue growth is increasingly reliant on niche assets like Furoscix and faces margin pressure. United Therapeutics' launch of Tresmi threatens MNKD’s Tyvaso DPI royalties, intensifying competitive risks and highlighting MNKD’s junior partner status. Pipeline prospects, including MNKD-201 and ralinepag DPI, offer potential but face significant clinical, commercial, and competitive hurdles. Elevated SG&A and R&D costs signal a strategic pivot, but MNKD must prove its ability to thrive independently of UTHR. Read the full article on Seeking Alpha
ナラティブの更新 May 04

MNKD: Soft Mist Inhaler Risk Seen Resetting Future Royalty Upside

Narrative Update Analysts have trimmed their average price target on MannKind to about $8. This reflects updated assumptions for higher revenue growth but lower profit margins and a more moderate future P/E as they weigh potential long term risks to Tyvaso DPI royalties from United Therapeutics' soft mist inhaler plans.
ナラティブの更新 Apr 20

MNKD: 2026 Pediatric Insulin Decision Will Reset Treprostinil Royalty Risk

Analysts have trimmed MannKind's average price target by about $0.33, reflecting slightly lower assumptions for fair value and profitability as they factor in potential long term risks to Tyvaso DPI royalties from United Therapeutics' soft mist inhaler plans, even though some still see opportunity in the broader portfolio. Analyst Commentary Recent research has become more cautious on MannKind, with several firms trimming price targets and one moving to a more neutral rating as they reassess the risk and reward around Tyvaso DPI royalties and the impact of United Therapeutics' soft mist inhaler plans.
ナラティブの更新 Apr 06

MNKD: 2026 Pediatric Decision Will Define Royalty Overhang And Bullish Setup

Narrative Update: MannKind MannKind's updated analyst price target has been reduced from about $7.50 to roughly $3.85, as analysts factor in softer modeled revenue growth, a higher discount rate, lower assumed future P/E and rising concerns that United Therapeutics' planned soft mist inhaler could weigh on the long term value of Tyvaso DPI royalties. Some still highlight potential support from Afrezza and Furoscix and argue the recent selloff may already reflect a worst case scenario.
ナラティブの更新 Mar 22

MNKD: 2026 Afrezza FDA Decisions Will Recast Treprostinil Royalty Risk

Analysts have trimmed their average price targets on MannKind by a few dollars into the mid single digit range, reflecting fresh concerns about long term Tyvaso DPI royalties as United Therapeutics pursues a soft mist inhaler, while still recognizing potential support from Furoscix and Afrezza. Analyst Commentary Recent Street commentary on MannKind highlights a split view, with many price targets pulled into a mid single digit to low double digit range as analysts weigh Tyvaso DPI royalty risk against potential contributions from Afrezza and Furoscix, as well as MannKind's broader pipeline.
ナラティブの更新 Mar 08

MNKD: 2026 FDA Decisions On Inhaled Insulin Will Reframe Royalty Risk

Analysts have trimmed their fair value view on MannKind to $7.50 from $9.61, citing lower price targets clustered around $3.50 to $11 as they factor in softer revenue growth and profit margin assumptions, as well as higher perceived risk tied to United Therapeutics' potential soft mist inhaler competition and the timing of Tyvaso DPI royalty data. Analyst Commentary Recent Street research on MannKind reflects a wide split in opinion, with some analysts focusing on potential upside from the broader product portfolio and others emphasizing new competitive risks to Tyvaso DPI royalties and collaboration revenue.
ナラティブの更新 Feb 22

MNKD: 2026 FDA Label And Pediatric Decisions Will Drive Bullish Case

Analysts have kept their fair value estimate for MannKind steady while refining key inputs like discount rate, revenue growth, profit margin and future P/E. They link their current price targets, including one at $11, to what they see as multiple potential tailwinds tied to upcoming FDA decisions on Afrezza in 2026.
ナラティブの更新 Feb 07

MNKD: Upcoming FDA Decisions In 2026 Will Define Upside Potential

Narrative Update on MannKind Analysts have trimmed their price target on MannKind from $8.00 to $7.50, balancing reduced fair value and margin assumptions with expectations for stronger revenue growth. They also recognize that recent Street research still highlights potential tailwinds tied to upcoming FDA decisions and the updated pipeline outlook.
ナラティブの更新 Jan 23

MNKD: 2026 FDA Label Decisions Will Clarify Underappreciated Upside Potential

Narrative Update on MannKind The analyst price target for MannKind has been reset to $10, reflecting updated views after one firm removed MNKD-101/NTM from its valuation while others highlight potential upside tied to upcoming FDA decisions and what they see as underappreciated tailwinds into 2026. Analyst Commentary Recent research on MannKind reflects a mix of optimism around upcoming FDA decisions and caution after the removal of MNKD-101/NTM from valuation models.
ナラティブの更新 Jan 09

MNKD: 2026 Regulatory Decisions Will Drive Reassessment Of Future Prospects

Narrative Update: MannKind Analyst Price Target Shift Analysts have reset their price targets on MannKind into a tighter US$10 to US$11 range, reflecting a mix of reduced expectations after the discontinuation of MNKD-101/NTM and continued optimism around potential 2026 tailwinds that are not yet fully reflected in the shares. Analyst Commentary Recent research views on MannKind reflect both optimism around potential 2026 catalysts and caution following pipeline changes and trial outcomes.
ナラティブの更新 Dec 23

MNKD: Future Commercial Execution Will Offset Late Stage Pipeline Disappointment

Analysts have trimmed their price target on MannKind to approximately $10 per share, a modest reduction that reflects the removal of MNKD-101/NTM from valuation assumptions, while improved revenue growth and profit margin forecasts partially offset the impact. Analyst Commentary Analyst reactions to the updated price target highlight a mixed outlook, with optimism around MannKind's core commercial performance tempered by concern over the setback in its development pipeline.
ナラティブの更新 Dec 09

MNKD: Future Commercial Portfolio Will Offset Pipeline Setback Risk

Analysts have reduced their price target on MannKind from $15.00 to $10.00 per share, citing the removal of MNKD-101/NTM from the pipeline following the discontinuation of the Phase 3 ICoN-1 trial after a futility assessment. Analyst Commentary Analysts view the updated price target as a recalibration of MannKind's valuation to reflect the loss of MNKD-101/NTM from the development pipeline, while still recognizing ongoing strengths in the core business and broader platform.
ナラティブの更新 Nov 25

MNKD: Recent Pipeline Setback Will Be Outweighed By Future Royalties Expansion

Analysts have reduced their price target for MannKind from approximately $10.06 to $9.39, citing the discontinued Phase 3 ICoN-1 trial and adjusted pipeline expectations as the main factors for the revision. Analyst Commentary Analyst sentiment on MannKind has shifted in response to recent clinical trial results, pipeline updates, and royalty projections.
ナラティブの更新 Nov 11

MNKD: Acquisition Will Drive Revenue Diversification and Support Upside Re-Rating

MannKind's fair value estimate has been revised down slightly to $10.06 per share from $10.57. Analysts are factoring in stronger revenue growth driven by TYVASO DPI royalties and the accretive acquisition of scPharmaceuticals, along with a modest change in profitability and updated discount rates.
分析記事 Sep 03

MannKind Corporation (NASDAQ:MNKD) Looks Just Right With A 53% Price Jump

MannKind Corporation ( NASDAQ:MNKD ) shareholders would be excited to see that the share price has had a great month...
ナラティブの更新 Aug 27

Pipeline Advancements And International Expansion Will Shape Future Markets

Analysts have raised MannKind’s price target to $9.71, citing the accretive acquisition of scPharmaceuticals, which expands and diversifies MannKind’s addressable market and growth prospects despite recent negative sentiment around earnings. Analyst Commentary Bullish analysts see the acquisition of scPharmaceuticals as adding a high-growth, large-market asset that diversifies MannKind's revenue base.
分析記事 May 11

Earnings Miss: MannKind Corporation Missed EPS By 5.9% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that MannKind Corporation ( NASDAQ:MNKD ) filed its first-quarter result this time last...
分析記事 Mar 01

MannKind Corporation Just Missed EPS By 6.3%: Here's What Analysts Think Will Happen Next

MannKind Corporation ( NASDAQ:MNKD ) shareholders are probably feeling a little disappointed, since its shares fell...
Seeking Alpha Dec 17

MannKind Corporation: A Speculative Buy On IPF And Diabetes Markets

Summary MannKind Corporation is a biopharmaceutical company focused on inhaled therapies for endocrine and orphan lung diseases. MNKD's revenue growth is driven by Tyvaso DPI royalties and Afrezza expansion, with pediatric trials targeting a significant underserved market. MNKD's pipeline includes MNKD-101 for nontuberculous mycobacterial lung disease and MNKD-201 for idiopathic pulmonary fibrosis, with significant market potential if successfully commercialized. The orphan lung pipeline includes MNKD-101 (Phase 3 for NTM lung disease) and MNKD-201 (Phase 1 for IPF), addressing high unmet needs. Despite high leverage, I believe MNKD's revenue growth prospects support a speculative "Buy" rating for investors seeking exposure to IPF and endocrine biotech niches. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

MannKind Leverages Tyvaso DPI Strength In Pulmonary Market Expansion

Summary MannKind's stock has surged 73%, driven by its 9% royalty stake in United Therapeutics' Tyvaso DPI, which excels in the PAH market. In Q2 2024, MannKind's revenues rose 49% year-over-year to $72 million, largely due to Tyvaso DPI royalties and manufacturing income. MannKind is advancing a promising pipeline, including MNKD 101 and Nintedanib DPI, aimed at addressing unmet needs in orphan lung diseases. Financially, MannKind has strong liquidity but remains burdened by long-term debt obligations and modest net losses. I maintain a "buy" recommendation based on MannKind's solid revenue from Tyvaso DPI and its potential in expanding respiratory treatments. Read the full article on Seeking Alpha
分析記事 Sep 18

MannKind Corporation's (NASDAQ:MNKD) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

Despite an already strong run, MannKind Corporation ( NASDAQ:MNKD ) shares have been powering on, with a gain of 28% in...
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新しいナラティブ Sep 12

Innovative Pipeline And Decisive Deleveraging Poise Company For Explosive Growth And Profitability

Strong demand for Tyvaso DPI and advancements in pipeline drugs like clofazimine inhalation suspension highlight MannKind's successful commercial execution and promising revenue growth prospects.
分析記事 Jul 17

Is There An Opportunity With MannKind Corporation's (NASDAQ:MNKD) 49% Undervaluation?

Key Insights The projected fair value for MannKind is US$11.86 based on 2 Stage Free Cash Flow to Equity MannKind is...
Seeking Alpha May 15

MannKind Outperforms As Tyvaso DPI Captures Market Share

Summary MannKind's Q1 revenue rose 63% year-over-year; net income was $10.63 million, reversing a prior loss. Tyvaso DPI, utilizing MannKind’s technosphere technology, continues to capture significant PAH market interest. Despite high current assets, the Company's long-term liabilities exceed its assets, posing potential financial risks. Recommend buying MNKD for a barbell strategy portfolio, allocating a small portion to this high-alpha stock. Read the full article on Seeking Alpha
分析記事 Mar 03

This Just In: Analysts Are Boosting Their MannKind Corporation (NASDAQ:MNKD) Outlook for This Year

Celebrations may be in order for MannKind Corporation ( NASDAQ:MNKD ) shareholders, with the analysts delivering a...
分析記事 Mar 02

MannKind Corporation (NASDAQ:MNKD) Surges 35% Yet Its Low P/S Is No Reason For Excitement

MannKind Corporation ( NASDAQ:MNKD ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Feb 15

MannKind's Tyvaso DPI Royalty Deal Signals Undervaluation

Summary MannKind sold a 10% stake in Tyvaso DPI for $150 million upfront, with an additional $50 million possible, indicating the potential value of the remaining 9% to be upwards of $1.8 billion. Liquidia's likely entry into the market with a competing formulation poses a slight concern but is unlikely to significantly impact MannKind's market share. MannKind's Q3 earnings showed a strong year-over-year surge, but concerns over equity dilution and a debt-heavy balance sheet remain. MannKind's strategic moves, financial strengthening via the Sagard deal, and a manageable competitive landscape advocate for a "Buy" rating. Read the full article on Seeking Alpha
分析記事 Jan 03

MannKind Corporation's (NASDAQ:MNKD) Price Is Right But Growth Is Lacking

MannKind Corporation's ( NASDAQ:MNKD ) price-to-sales (or "P/S") ratio of 6x might make it look like a strong buy right...
分析記事 May 15

Revenues Working Against MannKind Corporation's (NASDAQ:MNKD) Share Price

With a price-to-sales (or "P/S") ratio of 8.7x MannKind Corporation ( NASDAQ:MNKD ) may be sending bullish signals at...

収支内訳

MannKind の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGM:MNKD 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26361-2417373
31 Dec 25349614466
30 Sep 253142911050
30 Jun 253023310549
31 Mar 25298309747
31 Dec 24286289446
30 Sep 24267229144
30 Jun 24248129141
31 Mar 2422589336
31 Dec 23199-129431
30 Sep 23177-319629
30 Jun 23158-479523
31 Mar 23128-719522
31 Dec 22100-879120
30 Sep 2276-989216
30 Jun 2266-888716
31 Mar 2270-948113
31 Dec 2175-817712
30 Sep 2181-797210
30 Jun 2175-86688
31 Mar 2166-61627
31 Dec 2065-57596
30 Sep 2063-45587
30 Jun 2062-44607
31 Mar 2062-46637
31 Dec 1963-52757
30 Sep 1963-47776
30 Jun 1953-61806
31 Mar 1942-71858
31 Dec 1828-87809
30 Sep 1816-1108511
30 Jun 1813-1198313
31 Mar 1812-1318014
31 Dec 1711-1177514
30 Sep 1720-316712
30 Jun 171801296212
31 Mar 171781345518
31 Dec 161751264715
30 Sep 16162-2053820
30 Jun 160-3643521
31 Mar 160-3633519
31 Dec 150-3684130
30 Sep 150-1284439

質の高い収益: MNKDは現在利益が出ていません。

利益率の向上: MNKDは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: MNKDは利益を出していないが、過去 5 年間で年間54.7%の割合で損失を削減してきた。

成長の加速: MNKDの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: MNKDは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 43% ) と比較することは困難です。


株主資本利益率

高いROE: MNKDの負債は資産を上回っているため、自己資本利益率を計算することは困難です。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 16:21
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MannKind Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Thomas RussoBaird
Stephen V. ByrneBofA Global Research
null nullBTIG